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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,979 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,382 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,829 | $90,064-40.2% | $100,392-46.4% | $77,736-30.8% |
| Participation rate | 94.7% | 81.3%+13.4pp | 81.5%+13.2pp | 70.6%+24.2pp |
| Annual return | 28.86% | 20.61%+8.2pp | 49.45%-20.6pp | 31.26%-2.4pp |
| Employer contribution / active EE | $6,345 | $3,043+108.5% | $3,941+61.0% | $2,728+132.6% |
| Participant deferral / active EE | $13,021 | $8,282+57.2% | $8,090+61.0% | $4,651+180.0% |
| Admin fee / account holder | $121 | $172-29.7% | $7,904-98.5% | $433-72.1% |